Privacy Policy
Effective Date: June 3, 2025
Privacy Policy
Architect Tax & Advisory respects your privacy and is committed to protecting personal information in accordance with applicable privacy and data protection laws, including the California Consumer Privacy Act as amended by the California Privacy Rights Act (CCPA/CPRA) and, where applicable, the General Data Protection Regulation (GDPR).
Information We Collect
We may collect personal information that you voluntarily provide to us, including your name, email address, phone number, business name, and information submitted through contact forms, intake forms, scheduling tools, or client portals.
We may also collect limited technical information such as IP address, browser type, device type, and cookies for website functionality, security, and analytics purposes.
We do not knowingly collect sensitive personal information unless it is provided in the course of requesting or receiving professional services.
How We Use Information
We use personal information to:
- Respond to inquiries and requests
- Provide access to client services and secure portals
- Communicate regarding requested services
- Operate, maintain, and improve our website and systems
- Comply with legal, regulatory, and professional obligations
We do not use personal information for automated decision-making or profiling.
Sharing of Information
We do not sell personal information.
We may share personal information with trusted service providers such as payment processors, client portals, hosting providers, and communication platforms solely to operate our business and subject to confidentiality and security obligations.
Data Retention
We retain personal information only for as long as reasonably necessary to fulfill its purpose or to comply with legal, regulatory, or professional requirements.
Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect personal information. However, no system can be guaranteed to be completely secure.
GDPR Notice (EU and UK Visitors)
If you are located in the European Economic Area or the United Kingdom, we process personal data based on one or more of the following legal bases: your consent, performance of a contract or pre-contractual steps, compliance with legal obligations, or legitimate business interests.
You have the right to access, correct, delete, restrict, or object to processing of your personal data, and to withdraw consent at any time.
Contact
Questions regarding this Privacy Policy may be directed to:
Privacy@Architecttaxandadvisory.com
© 2025 Architect Tax & Advisory, LLC™.
All Rights Reserved.
